Connect Docugami and Base.com to Build Intelligent Automations
Choose a Trigger
When this happens...
Create Project
Create Docsets
Choose an Action
Automatically do this!
Add Invoice
Add Order
Add Payment
Update Order Status
Add a Tracking Number
Update Order
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
New Order
Triggers when a new order is confirmed.
New Invoice
Triggers when a new invoice is created.
Order Status Changed
Triggers when the status is changed on a order.
Do thisActions
Action is the task that follows automatically within your Docugami integrations.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
Add Invoice
Add an invoice to the order
Add Order
Creates a new order
Add Payment
Add a payment to the order
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Frequently Asked Questions
To start, connect both your Docugami and Base.com accounts to viaSocket. Once connected, you can set up a workflow where an event in Docugami triggers actions in Base.com (or vice versa).
Absolutely. You can customize how Docugami data is recorded in Base.com. This includes choosing which data fields go into which fields of Base.com, setting up custom formats, and filtering out unwanted information.
The data sync between Docugami and Base.com typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Docugami and Base.com. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
Learn MoreAbout Base.com
BaseLinker is a comprehensive e-commerce management platform that streamlines the process of managing online sales across multiple channels. It offers tools for order management, inventory synchronization, and integration with various marketplaces and couriers, enhancing efficiency and productivity for online retailers.
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